A Guide to Nonprofit Strategic Planning

Imagine how history might have changed if Martin Luther King, Jr. had said, “I have a strategic plan”, instead of his famous words, “I have a dream”. What are your organization’s dreams for the future? On the practical side, are you worried about the future? What are the critical issues you face? Have you taken the time to think big and think real about where your organization will be in one year, three years, five years? Does your nonprofit have a shared vision and a roadmap for getting there?

Participants will learn key elements in a successful strategic planning process:

being inclusive and proactive in engaging stakeholders
building consensus and “ownership”
making data-driven decisions
ensuring measurability and accountability
being future-focused

You’ll also see how the process worked for one community college and how college stakeholders engage in reviewing, modifying, and updating the plan each year.

1. A"Guide"to"Nonprofit"
Strategic"Planning"
!
6/19/14"
1pm"EDT"


Lynne"T."Dean,"CFRE

2. Your"Presenter
3
Lynne"T."Dean,"CFRE"
!
Director"of"Institutional"Advancement"at"Northwest"
Vista"College"
!
Past"president"of"the"Planned"Giving"Council"San"
Antonio"Chapter"of"the"Partnership"for"Philanthropic"
Planning","oversees"the"chapter’s"mentorship"program"
!
Has"served"on"the"AFP"International"External"
Communications"Committee"and"the"Host"Committee"
for"the"2014"AFP"International"Conference.

3. Why"is"Planning"Important?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

4. What"is"Strategic"Planning
Long-range or short-range?!
A roadmap for success!
A way to involve stakeholders in your success!
A basis for programming, funding, facility, and
human resource decisions
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

5. Who"Should"Be"Involved"in"Your"Planning?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

6. Poll:"Do"you"have"a"strategic"
plan?
Yes!
No!
Yes, but it needs to be updated!
Yes, but we don’t follow it!
Not sure

7. Stakeholders
❖Board!
❖Key staff members!
❖Donors!
❖Partners!
❖Users of your services!
❖Community members
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

8. At Northwest Vista College
❖Representatives of the NVC Business Council!
❖Key faculty and staff members!
❖Donors!
❖District representatives!
❖Students!
❖Other community members
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

9. How to Get 

Stakeholder Buy-In
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

10. Components of the Plan
oMission, Vision!
oValues!
oStrategic Direction!
oGoals
oMeasures of Success (Strategic Metrics)!
oStrategies
oAction Steps
oBudget!
oResponsibility!
oTimeline
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

11. At NVC
oMission, Vision, Values -- separate!
oObjectives!
oStrategies
oOrganizational Action Plans
oAction Steps – Work Group Action Plans
oBudget!
oResponsibility!
oTimeline
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

12. The"SWOT"Analysis
!
oStrengths….
oWeaknesses……………..
!
!
oOpportunities………………………..
oThreats…….
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

13. Poll:"Have"you"done"a"SWOT"
Analysis
Yes!
No!
Yes, but we didn’t involve all the right people!
Not sure

14. Goal"Setting
oAreas to establish goals: program, facility, finance
(income and expense, human resources (board,
staff, volunteers)
oWho sets goals?
oHow many goals should we have?
oHow can we assure we have the right goals?
oHow do we measure success?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

15. At"NVC
oObjectives: Areas to establish goals: program,
facility, finance (income and expense, human
resources (board, staff, volunteers)
oWho sets objectives?
oHow many objectives should we have?
oHow can we assure we have the right objectives?
oHow do we measure success?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

16. Objectives
oSMART Objectives
oSpecific
oMeasurable!
oAction-oriented!
oRealistic!
oTime-defined

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

17. Strategies
oHow do we accomplish our objectives?!
oWho are the people that can help?!
oWhat technologies do we need?!
oWhat are the resources we have available?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

18. Strategies"At"NVC
oHow do we accomplish our objectives? WGAP!
oWho are the people that can help?!
oWhat technologies do we need?!
oWhat are the resources we have available?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

19. Action"Steps
➢Who is responsible for implementing this step?!
➢When will it be done?!
➢How much will it cost? How much will it raise?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

20. Action"Steps"At"NVC
➢Who is responsible for implementing this step? WGAP and IAP!
➢When will it be done?!
➢How much will it cost? How much will it raise?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

21. The"Planning"Retreat
❖The location
❖The theme
❖The agenda
❖Brainstorming
❖Using a facilitator
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

22. The"Planning"Retreat"for""NVC
❖The location
❖The theme
❖The agenda
❖Brainstorming
❖Using a facilitator
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

23. Implementing"the"Plan
oDepartmental plans
oThe planning chair
oMeasuring progress
oWhat happens when you get off track?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

24. Implementing"the"Plan"At"NVC
oWork Group Action Plans
oThe planning chair – vice president
oMeasuring progress – outcomes
oWhat happens when you get off track?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

25. Measuring"Success
oSetting benchmarks!
oTracking responsibilities!
oTracking timelines!
oMonitoring the budget
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

26. Celebrating Success
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

27. When"is"it"Time"to"Update"the"Plan?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

28. When"is"it"Time"to"Update"the"Plan"at"
NVC?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

29. Keeping"Everyone"Up\to\date
New staff!
New board members!
New volunteers
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

30. What"To"Do"When"It"Goes"Awry?
!
Extreme Makeover or !
Minor Surgery?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

31. Questions?

32. Thank"You
!
Contact Lynne at [email protected]
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

33. Special"Offer
Watch for our new book: Nonprofit Strategic Planning to be
released soon.!
If you would like a 15 percent discount on the book when it
comes out, email us your contact information to Lynne or
Linda and we will notify you when the book is available.
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity!
Lynne T. Dean, Dean and Associates: Transforming passion into impact
Transforming passion into impact

34. !
!
!
Next"Webinar:"
!
How"To:"Your"First"Fundraising"Campaign"
!
Sandy"Rees"
!
Thursday,"June"26th"–"1:00pm"EDT
https://bloomerang.co/resources/webinars